IR+M: Rising rates- Yes, but Income Return eclipses Price Return

From IR+M: Treasury rates are on the rise. .. Higher yields are associated with negative fixed income returns. However, investors have experienced periods of rising rates before, and despite higher yields, total returns were positive throughout or shortly after rates stabilized. This was the case during rising rate environments such as 2003-2006, 2008-2010, 2012-2013 and … Continued

Rockefeller AM & NYU Stern Center for Sustainable Business – ESG Meta-study

Rockefeller AM and NYU Stern Center for Sustainable Business have published a new meta-study examining the relationship between ESG activities at organizations and their financial performance in more than 1,000 research papers over the last five years. https://rcm.rockco.com/insights_item/esg-and-financial-performance/

The GameStop Effect on Credit Markets, by IR+M

Freom Income Research + Management, ‘The technical tug-of-war over GameStop shares has spread to the credit markets, where many are asking how the price action can be justified in light of little change to the fundamental outlook.’   Link: http://www.incomeresearch.com/the-gamestop-effect-on-credit-markets/

Rockefeller Asset Management Launches Climate Solutions UCITS

Link to full Press Release: Rockefeller Launches Climate Solutions UCITS   NEW YORK–(BUSINESS WIRE)–On December 9, 2020, Rockefeller Asset Management (RAM), a division of Rockefeller Capital Management, launched its third equity UCITS fund, the Rockefeller Climate Solutions Fund. This expands the firm’s spectrum of sustainable investment solutions, including US and Global ESG equity strategies, all available … Continued

Rockefeller Asset Management’s Q1 Global Foresight ‘The Canary in the Bitcoin Mine’

Q1 2021 Global Foresight – from Rockefeller Asset Management’s CIO David Harris. ‘Starting in the late 1890’s, canaries saved countless lives in coal mines by dependably signaling dangerous levels of carbon monoxide, allowing miners to evacuate to safety. Virtually every profession, from medicine to weather forecasting, has sought its proverbial “Canary” that provides reliable warnings … Continued

Holiday Greetings!

Wishing everyone as part of the Hyde Park Investment community, and all of our family and friends, a Happy Christmas and a Joyful and Healthy 2021. We are grateful for all the essential workers and healthcare community who helped us get through this year. Hyde Park Investment has had a good year; we raised over … Continued